Brandon Mull

Managing Director

CFP®, CFA®

Marathon Wealth Advisors203 N La Salle St Ste 2100, Chicago, IL 60601-1051

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Pre-Retiree

Retirement is one of the most expensive financial undertakings of your life. Build a plan that connects your years of saving to the life you want to lead, so you can enter this exciting next chapter with confidence.

Also: Business Owners, Executives, High Earning First Generation, Retirees or Seniors, Teachers & Educators, Working in Retirement

Major Milestones I Specialize In

Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Retirement Planning, Starting a Business, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Brandon Mull is Founder and Principal Wealth Advisor for Marathon Wealth Advisors. He brings nearly two decades of experience spanning wealth advisory, investment management, and derivatives trading to serve the needs of his clients. Brandon’s unique expertise lies in the powerful combination of portfolio management paired with customized financial planning which helps clients confidently address key risks such as inflation, market volatility, as well as tax and estate exposure, ensuring their wealth lasts throughout their retirement years. Brandon holds a BA in Business/Economics from Wheaton College, and holds a rare combination of rigorous credentials, obtaining both the CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) designations. As a four-time collegiate All-American, Brandon eventually became an avid marathon runner, twice qualifying for the U.S. Olympic Trials (2016 and 2020). He believes that the discipline, rigor, and long-term approach required for successful marathoning are analogous to those required for successful financial outcomes and embody the spirit and purpose of Marathon Wealth Advisors. At the core of Brandon’s work is a deep respect for each client’s individual story, goals, and priorities. He views his role as a trusted partner, helping clients make informed decisions, prepare for the unexpected, and move forward with confidence toward the life they want to build. All advisory services are offered through Savvy Advisors, Inc. ("Savvy Advisors"), an investment advisor registered with the Securities and Exchange Commission ("SEC"). Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as "Savvy".

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.